STOKE THERAPEUTICS INC STOK
COM · Common Stock · CUSIP 86150R107 · ISIN US86150R1077
- SectorHealth care
- IndustryPharmaceutical Preparations
- HeadquartersBedford, MA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($138.8k this quarter). Holder counts are more reliable. Shares outstanding: 64.5m as of 2026-07-30, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $32.72. Options: 1 managers hold calls ($736.2k notional), 2 hold puts ($1.0m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 105 |
| Q4 2022 | 108 |
| Q1 2023 | 98 |
| Q2 2023 | 101 |
| Q3 2023 | 98 |
| Q4 2023 | 82 |
| Q1 2024 | 104 |
| Q2 2024 | 116 |
| Q3 2024 | 119 |
| Q4 2024 | 131 |
| Q1 2025 | 127 |
| Q2 2025 | 135 |
| Q3 2025 | 151 |
| Q4 2025 | 183 |
| Q1 2026 | 198 |
| Q2 2026 | 198 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 59 | 56 |
| Q4 2024 | 60 | 58 |
| Q1 2025 | 66 | 55 |
| Q2 2025 | 75 | 48 |
| Q3 2025 | 85 | 60 |
| Q4 2025 | 96 | 71 |
| Q1 2026 | 115 | 79 |
| Q2 2026 | 103 | 84 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $13.4m | $2.4m | 0.18 |
| Q4 2025 | $20.3m | $2.5m | 0.12 |
| Q1 2026 | $3.7m | $8.7m | 2.35 |
| Q2 2026 | $736.2k | $1.0m | 1.38 |
Biggest buyers
| T. Rowe Price Investment Management, Inc. | Added | +2.2m |
| Assenagon Asset Management S.A. | Added | +1.3m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +727.6k |
| EcoR1 Capital, LLC | Added | +635.0k |
| STATE STREET CORP | Added | +575.7k |
| BlackRock, Inc. | Added | +491.6k |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +423.6k |
| CITADEL ADVISORS LLC | Added | +366.3k |
| FIRST TRUST ADVISORS LP | Added | +327.5k |
| JANE STREET GROUP, LLC | Added | +267.4k |
Biggest sellers
| Lynx1 Capital Management LP | Reduced | -725.3k |
| Polar Capital Holdings Plc | Reduced | -298.8k |
| BANK OF AMERICA CORP /DE/ | Reduced | -283.4k |
| GOLDMAN SACHS GROUP INC | Reduced | -255.4k |
| Redmile Group, LLC | Reduced | -218.2k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -211.1k |
| TANG CAPITAL MANAGEMENT LLC | Reduced | -200.0k |
| Troluce Capital Advisors LLC | Reduced | -156.4k |
| Susquehanna Portfolio Strategies, LLC | Reduced | -110.5k |
| Invesco Ltd. | Reduced | -82.4k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $736.2k22.5k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $687.1k21.0k shares |
| CITADEL ADVISORS LLC | Reduced | $327.2k10.0k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| RTW INVESTMENTS, LP 13G · institution -0.1 pts · filed 2026-05-15 | 9.9% |
| FMR LLC 13G · institution -1.3 pts · filed 2026-08-06 | 8.5% |
| BlackRock, Inc. 13G · institution +1.0 pts · filed 2025-10-17 | 6.8% |
| Redmile Group, LLC 13G · passive investor -1.3 pts · filed 2026-05-15 | 6.7% |
| Lynx1 Capital Management LP 13G · passive investor -1.6 pts · filed 2026-08-14 | 6.5% |
| MORGAN STANLEY 13G · institution filed 2025-02-03 | 6.5% |
| BAKER BROS. ADVISORS LP 13G · institution filed 2026-02-17 | 5.8% |
| BIOTECHNOLOGY VALUE FUND L P 13G · passive investor new · filed 2026-09-30 | 5.6% |
| WELLINGTON MANAGEMENT GROUP LLP 13G · institution new · filed 2026-05-15 | 5.2% |
Fell to 5% or below in the last year: TORONTO DOMINION BANK (4.9%, 2026-08-12), VANGUARD GROUP INC (0.0%, 2026-03-27), Cowen Financial Products LLC (0.0%, 2025-11-14)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 3 | $1.1m | $554.1k |
| Q1 2025 | 0 | — | 3 | $260.6k | — |
| Q2 2025 | 0 | — | 1 | $349.3k | $349.3k |
| Q3 2025 | 0 | — | 3 | $2.4m | $2.1m |
| Q4 2025 | 0 | — | 4 | $6.5m | $6.1m |
| Q1 2026 | 0 | — | 7 | $3.1m | $2.6m |
| Q2 2026 | 0 | — | 2 | $232.1k | $232.1k |
| Q3 2026 | 0 | — | 3 | $1.3m | $614.5k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-01 | Ticho Barry CHIEF MEDICAL OFFICER | Sold plan | $170.1k5.5k shares |
| 2026-08-18 | Kaye Edward M. MD Director | Sold | $402.6k12.6k shares |
| 2026-08-18 | Ticho Barry CHIEF MEDICAL OFFICER | Sold | $152.7k4.8k shares |
| 2026-08-18 | Allan Jonathan GENERAL COUNSEL & CORP SEC | Sold | $91.6k2.9k shares |
| 2026-08-03 | Ticho Barry CHIEF MEDICAL OFFICER | Sold plan | $208.4k7.2k shares |
| 2026-07-01 | Ticho Barry CHIEF MEDICAL OFFICER | Sold plan | $236.1k7.2k shares |
| 2026-06-16 | Allan Jonathan GENERAL COUNSEL & CORP SEC | Sold plan | $43.6k1.5k shares |
| 2026-06-01 | Ticho Barry CHIEF MEDICAL OFFICER | Sold plan | $54.9k1.8k shares |
| 2026-05-01 | Ticho Barry CHIEF MEDICAL OFFICER | Sold plan | $73.5k2.2k shares |
| 2026-04-01 | Ticho Barry CHIEF MEDICAL OFFICER | Sold plan | $60.0k1.8k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 5.9m $192.3m | Added +491.6k |
| RTW INVESTMENTS, LP 1.57% of their portfolio | 5.6m $184.0m | Unchanged |
| FMR LLC 0.01% of their portfolio | 5.3m $173.8m | Reduced -70.6k |
| Lynx1 Capital Management LP 15.27% of their portfolio | 4.0m $132.1m | Reduced -725.3k |
| Redmile Group, LLC 8.67% of their portfolio | 3.9m $129.1m | Reduced -218.2k |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 3.5m $115.2m | Added +423.6k |
| MORGAN STANLEY 0.01% of their portfolio | 3.5m $113.0m | Added +29.5k |
| BAKER BROS. ADVISORS LP 0.55% of their portfolio | 3.3m $109.2m | Unchanged |
| TORONTO DOMINION BANK 0.17% of their portfolio | 3.2m $103.8m | Unchanged |
| STATE STREET CORP 0.00% of their portfolio | 2.9m $93.3m | Added +575.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 2.7m $87.1m | Added +727.6k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.6m $84.6m | Added +231.3k |
| BVF INC/IL 2.13% of their portfolio | 2.5m $83.4m | Unchanged |
| T. Rowe Price Investment Management, Inc. 0.05% of their portfolio | 2.4m $79.0m | Added +2.2m |
| Assenagon Asset Management S.A. 0.05% of their portfolio | 2.3m $73.8m | Added +1.3m |
| Siren, L.L.C. 1.33% of their portfolio | 2.0m $65.3m | Unchanged |
| DEERFIELD MANAGEMENT COMPANY, L.P. 0.62% of their portfolio | 1.8m $59.7m | Unchanged |
| Jupiter Topco LLC 0.02% of their portfolio | 1.8m $59.4m | First filing |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.5m $49.9m | Added +202.0k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.0m $33.2m | Added +24.0k |
| Polar Capital Holdings Plc 0.08% of their portfolio | 833.7k $27.3m | Reduced -298.8k |
| EcoR1 Capital, LLC 1.19% of their portfolio | 735.0k $24.0m | Added +635.0k |
| MPM BIOIMPACT LLC 1.44% of their portfolio | 723.3k $23.7m | Reduced -43.7k |
| Opaleye Management Inc. 2.07% of their portfolio | 700.0k $22.9m | Unchanged |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 575.3k $18.8m | Reduced -255.4k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 567.0k $18.6m | Added +104.3k |
| BAILLIE GIFFORD & CO 0.02% of their portfolio | 517.3k $16.9m | Reduced -57.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 500.1k $16.4m | Added +68.5k |
| Troluce Capital Advisors LLC 6.08% of their portfolio | 496.4k $16.2m | Reduced -156.4k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 490.9k $16.1m | Added +327.5k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 489.3k $16.0m | Added +366.3k |
| Candriam S.C.A. 0.07% of their portfolio | 480.1k $15.7m | Reduced -21.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 467.0k $15.3m | Added +29.8k |
| Granahan Investment Management, LLC 0.54% of their portfolio | 461.6k $15.1m | Added +126.0k |
| Erste Asset Management GmbH 0.11% of their portfolio | 428.4k $13.9m | Reduced -17.6k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 402.5k $13.2m | Added +45.6k |
| Parkman Healthcare Partners LLC 1.19% of their portfolio | 355.4k $11.6m | Added +18.9k |
| Artisan Partners Limited Partnership 0.02% of their portfolio | 355.2k $11.6m | Added +39.7k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 331.7k $10.9m | Added +267.4k |
| TANG CAPITAL MANAGEMENT LLC 0.45% of their portfolio | 300.0k $9.8m | Reduced -200.0k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 261.0k $8.5m | Reduced -211.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 259.7k $8.5m | Reduced -283.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 259.4k $8.5m | Reduced -6.1k |
| UBS Group AG 0.00% of their portfolio | 207.1k $6.8m | Added +48.8k |
| Birchview Capital, LP 2.73% of their portfolio | 178.1k $5.8m | Reduced -31.9k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 164.3k $5.4m | Added +20.9k |
| NORGES BANK 0.00% of their portfolio | 163.2k $5.3m | Not comparable |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 146.4k $4.8m | Added +3.6k |
| DAFNA Capital Management LLC 0.82% of their portfolio | 130.9k $4.3m | Unchanged |
| ExodusPoint Capital Management, LP 0.04% of their portfolio | 129.7k $4.2m | New |
| Nuveen, LLC 0.00% of their portfolio | 122.9k $4.0m | Added +14.3k |
| GILDER GAGNON HOWE & CO LLC 0.04% of their portfolio | 113.1k $3.7m | Added +438 |
| Jump Financial, LLC 0.03% of their portfolio | 104.3k $3.4m | New |
| Schonfeld Strategic Advisors LLC 0.02% of their portfolio | 102.2k $3.3m | Added +52.9k |
| Palo Alto Investors LP 0.38% of their portfolio | 84.6k $2.8m | Unchanged |
| BOOTHBAY FUND MANAGEMENT, LLC 0.05% of their portfolio | 81.0k $2.6m | Added +33.7k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 80.5k $2.6m | Added +46.6k |
| XTX Topco Ltd 0.03% of their portfolio | 79.6k $2.6m | Added +71.6k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 75.9k $2.5m | Added +8.6k |
| Swiss National Bank 0.00% of their portfolio | 74.2k $2.4m | Reduced -4.9k |
| Trexquant Investment LP 0.01% of their portfolio | 73.5k $2.4m | New |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 69.9k $2.3m | Added +5.9k |
| CITIGROUP INC 0.00% of their portfolio | 69.3k $2.3m | Added +56.6k |
| Invesco Ltd. 0.00% of their portfolio | 67.7k $2.2m | Reduced -82.4k |
| TD Asset Management Inc 0.00% of their portfolio | 67.2k $2.2m | Reduced -7.2k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 66.2k $2.2m | Reduced -3.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 65.2k $2.1m | Added +7.0k |
| Rhenman & Partners Asset Management AB 0.20% of their portfolio | 64.5k $2.1m | Reduced -18.5k |
| ALPS ADVISORS INC 0.01% of their portfolio | 63.0k $2.1m | Added +16.5k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 62.4k $2.0m | Added +20.6k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 62.4k $2.0m | New |
| HighVista Strategies LLC 0.46% of their portfolio | 61.3k $2.0m | Reduced -1.3k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 60.2k $2.0m | Added +12.3k |
| PANAGORA ASSET MANAGEMENT INC 0.01% of their portfolio | 58.8k $1.9m | New |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 57.8k $1.9m | Added +7.9k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 57.8k $1.9m | Added +17.2k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 50.8k $1.7m | Added +31.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 50.1k $1.6m | Reduced -1.5k |
| Woodline Partners LP 0.01% of their portfolio | 50.1k $1.6m | Unchanged |
| Quantinno Capital Management LP 0.00% of their portfolio | 49.9k $1.6m | Added +40.2k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 49.6k $1.6m | Added +10.5k |
| Moran Wealth Management, LLC 0.04% of their portfolio | 48.0k $1.6m | Added +7.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 44.9k $1.5m | Added +11.0k |
| Creative Planning 0.00% of their portfolio | 44.4k $1.5m | Reduced -3.7k |
| Rafferty Asset Management, LLC 0.00% of their portfolio | 43.7k $1.4m | Reduced -16.2k |
| HUSSMAN STRATEGIC ADVISORS, INC. 0.32% of their portfolio | 42.0k $1.4m | Reduced -42.0k |
| Quadrature Capital Ltd 0.01% of their portfolio | 41.2k $1.3m | Added +30.9k |
| PLATINUM INVESTMENT MANAGEMENT LTD 0.33% of their portfolio | 40.8k $1.3m | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 35.7k $1.2m | Added +3.7k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 35.6k $1.2m | Added +5.1k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio | 34.1k $1.1m | Unchanged |
| Generali Investments, Management Co LLC 0.24% of their portfolio | 33.1k $1.1m | Added +26.2k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 32.1k $1.1m | Added +6.0k |
| Corient Private Wealth LP 0.00% of their portfolio | 30.8k $1.0m | New |
| OMERS ADMINISTRATION Corp 0.01% of their portfolio | 30.0k $981.6k | Reduced -11.5k |
| Squarepoint Ops LLC 0.00% of their portfolio | 29.3k $959.0k | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 27.0k $883.8k | Reduced -29.1k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 26.6k $871.6k | Unchanged |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 26.4k $865.4k | Reduced -20.0k |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 25.2k $824.0k | Added +6.4k |